Congress Wealth Management LLC Incresed Positions in Q2 2025

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
2.18K
+ 16.85%
$34.28 - $41.6 $74.6K - $90.5K
15.1K $626K
AVY
Avery Dennison Corp

Industrials
957
+ 5.16%
$159.58 - $183.97 $153K - $176K
19.5K $3.42M
PAYX
Paychex Inc

Industrials
1.95K
+ 10.57%
$137.01 - $159.78 $266K - $311K
20.3K $2.96M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
133
+ 0.61%
$28.98 - $37.18 $3.85K - $4.94K
21.8K $809K
RACE
Ferrari N.V.

Consumer Cyclical
112
+ 11.3%
$397.86 - $499.02 $44.6K - $55.9K
1.1K $541K
F
Ford Motor CO

Consumer Cyclical
6.22K
+ 10.2%
$8.69 - $10.85 $54.1K - $67.5K
67.3K $729K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
60
+ 0.67%
$57.46 - $75.58 $3.45K - $4.53K
8.97K $678K
MPC
Marathon Petroleum Corp

Energy
434
+ 20.15%
$118.55 - $170.08 $51.5K - $73.8K
2.59K $429K
CHTR
Charter Communications, Inc.

Communication Services
209
+ 28.44%
$321.68 - $427.25 $67.2K - $89.3K
944 $385K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.65K
+ 27.63%
$39.43 - $49.34 $65.1K - $81.5K
7.63K $361K
RELX
Relx PLC

Communication Services
1.39K
+ 14.94%
$45.31 - $55.66 $63.1K - $77.5K
10.7K $581K
WDAY
Workday, Inc.

Technology
369
+ 10.47%
$210.47 - $274.71 $77.7K - $101K
3.89K $934K
TWLO
Twilio Inc

Communication Services
354
+ 14.0%
$81.34 - $124.36 $28.8K - $44K
2.88K $358K
EUSB
Ishares Tr Esg Advanced Total

Technology
2.47K
+ 17.96%
$42.54 - $43.56 $105K - $108K
16.2K $707K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
1.98K
+ 16.82%
$44.39 - $49.11 $87.8K - $97.2K
13.7K $652K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
1.44K
+ 6.48%
$33.19 - $40.78 $47.7K - $58.6K
23.6K $936K
IYJ
Ishares Tr

ETFs
283
+ 5.12%
$115.07 - $142.31 $32.6K - $40.3K
5.81K $826K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
1.34K
+ 12.7%
$34.17 - $42.88 $45.9K - $57.6K
11.9K $510K
EFV
Msci Eafe Value ETF

ETFs
140
+ 0.66%
$52.4 - $64.65 $7.34K - $9.05K
21.4K $1.36M
FVD
First Tr Value Line Divid Inde

ETFs
2.33K
+ 23.69%
$40.62 - $45.12 $94.4K - $105K
12.1K $542K
FENY
Fidelity Covington Tr Msci Ene

ETFs
7.34K
+ 22.43%
$20.83 - $25.75 $153K - $189K
40K $939K
SDG
Ishares Trust Ishares Msci Glo

ETFs
1.05K
+ 16.11%
$65.66 - $77.49 $69K - $81.4K
7.58K $574K
ARES
Ares Management Corp

Financial Services
155
+ 5.53%
$118.04 - $175.83 $18.3K - $27.3K
2.96K $511K
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.23K
+ 5.27%
$29.36 - $35.56 $36.1K - $43.7K
24.6K $874K
BIIB
Biogen Inc.

Healthcare
1.07K
+ 35.38%
$113.38 - $135.49 $122K - $145K
4.11K $515K
WBD
Warner Bros. Discovery, Inc.

Communication Services
6.57K
+ 20.69%
$7.69 - $11.46 $50.6K - $75.3K
38.3K $439K
LKQ
Lkq Corp

Consumer Cyclical
20.2K
+ 17.22%
$36.86 - $43.38 $746K - $878K
138K $5.1M
FIS
Fidelity National Information Services, Inc.

Technology
740
+ 13.19%
$68.14 - $82.13 $50.4K - $60.8K
6.35K $517K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.16K
+ 43.51%
$38.18 - $45.52 $82.4K - $98.3K
7.12K $311K
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.53K
+ 2.91%
$34.72 - $36.92 $53.1K - $56.5K
54.2K $2M
AEP
American Electric Power CO Inc

Utilities
1.25K
+ 20.97%
$98.59 - $109.11 $123K - $136K
7.19K $745K
ICE
Intercontinental Exchange, Inc.

Financial Services
425
+ 25.71%
$151.62 - $183.47 $64.4K - $78K
2.08K $381K
CWB
Spdr Bloomberg Convertible Sec

ETFs
6
+ 0.04%
$71.86 - $82.66 $431 - $496
15.5K $1.28M
CCI
Crown Castle International Corp

Real Estate
992
+ 24.55%
$94.83 - $107.06 $94.1K - $106K
5.03K $516K
SCHO
Schwab Short Term Us Treasury

ETFs
3.81K
+ 9.98%
$24.19 - $24.45 $92.3K - $93.3K
42K $1.02M
MTB
M&T Bank Corp

Financial Services
279
+ 10.96%
$156.58 - $193.99 $43.7K - $54.1K
2.82K $547K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2
+ 0.02%
$50.08 - $63.14 $100 - $126
11.5K $726K
CMPO
Compo Secure, Inc.

Industrials
63
+ 0.22%
$9.65 - $14.46 $608 - $911
28.9K $406K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
4.51K
+ 17.87%
$20.85 - $24.04 $94K - $108K
29.7K $695K
EQT
Eqt Corp

Energy
571
+ 5.69%
$46.11 - $60.44 $26.3K - $34.5K
10.6K $618K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
2.2K
+ 11.82%
$35.4 - $41.9 $77.9K - $92.2K
20.8K $847K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
496
+ 2.25%
$69.8 - $85.28 $34.6K - $42.3K
22.5K $1.87M
WTS
Watts Water Technologies Inc

Industrials
74
+ 4.92%
$180.4 - $247.22 $13.3K - $18.3K
1.58K $388K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.68K
+ 1.57%
$45.2 - $46.6 $75.8K - $78.1K
108K $5.01M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.54K
+ 13.77%
$23.4 - $29.68 $35.9K - $45.6K
12.7K $376K
BOTZ
Global X Fds

ETFs
1.42K
+ 17.37%
$24.51 - $32.65 $34.9K - $46.5K
9.62K $313K
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.09K
+ 6.04%
$24.32 - $29.74 $26.4K - $32.3K
19K $561K
ROK
Rockwell Automation, Inc

Industrials
41
+ 4.81%
$218.97 - $332.17 $8.98K - $13.6K
894 $296K
KEYS
Keysight Technologies, Inc.

Technology
330
+ 20.94%
$127.02 - $165.4 $41.9K - $54.6K
1.91K $312K
Activity Summary
Buys All Purchases 862 New Holdings 161 Increased Positions 701 Sells All Sells 269 Reductions 269 Sold out 0 Options Calls 0 Puts 0
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